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In many Wall Street and in the White House – believe Greenback’s descent lasted for a long time. In 2025, the American currency praised more than 50% of low prices during a large financial crisis JP Morgan Private Bankand the dollar strength helped the shares become envy of the world.
It seems that a weak greenback already gives a chance to catch the foreign capital. But still with America initial hub by AI RevolutionAt least for the present, the US assets can buck the historical trends in the history and retreat the lead.
However, President Donald Trump’s chaotic tariffs may take part in a new era for the dollar. At the beginning of this month, 10% decreased against the basket in the famous DXy index in 10%. This was in the first half of the year, in the first half of a Reuters since 1986, several allies, several allies, a consensus, a consent to be a well-known agreement, a consent to a brutally extremely high-level devaluation.
And it was a little recovery conflict Investors between Iran and Israel-US union, because since today, they have not been approached for exchanges. “Salvation Day“In the early April. This is called the so-called Sell America Trade still has a global strategist in the legs, Bill Sterling, GW & K Investment Management Fortune last week.
“In the work scheme, there is a wide room for further decrease in the dollar,” Sterling said earlier Merrill Lynch.
If the tariffs continue to draw an American worldview, the US assets are less applied. Although the dollar appears to be changed as the world Reserve Currency Soon you can not command the same amount of confidence anymore.
Over the past few decades, Sterling noted that Sterling said that foreigners were purchased by US assets, treasury bonds, dollars, dollars, dollars, dollars, dollars, dollars, dollars, dollars, dollars, dollars, dollars and paragraphs. Although the GOP is “big, beautiful” letter-bearing National debt is not preparing to change trajectoryincludes provisions Start increasing taxes on foreign capital from several basic trading partners.
“At a time, there are 7% of GDP-GDP ratio and can be taken to help prevent” sterling “to prevent capital flows. ”
According to him, rapid policy shifts in Washington asked for a long-awaited correction. He and many should allow many power assessments, exchange rates, a certain amount of money and services in any country in any country in the long run.
Has become popular by Economist ‘s big mac IndexThere are many reasons why this concept is often not playing in the real world. The information from the International Monetary Fund was more than 105% on the basis of a procurement power last year, in 1985 and 2002, in the last Sterling recent study record.
But such an imbalance can’t be forever, he said and the ball can now roll. According to the Bank’s Monthly Fund Manager Bank questionnaireShortening the US dollars has become one of the most popular trade in the world, but more than 60% of respondents still said Greenback is sensitive.
“And once a trend was established,” Sterling said about the foreign exchange markets: “Sometimes it can nourish himself.”
Ai ‘American Exclusive’ ‘Dedece?
If the dollar continues, there will be great impacts in the world and Americans around the economy around the stock market portfolios.
Since the global financial crisis, the US capital has highly preferred the rest of the world. Foreigners responded to America by hitting money and now make up 18% of the United States, according to Two Apollo Chief Economists Torsten Sløk.
These trends can be inverted, but dollar weakness is pushing investors to more money elsewhere in other place. When Americans buy foreign shares and see the greenback descent, Sterling notes can get a significant boost of returns.
Meanwhile, Trump-i commercial tension forces both developed countries (As Germany) and Developing economies (As China) to focus on stimulating the internal demand, he said he was a prone to a rewarding of a capital markets.
He drew attention to how Japanese markets were answered Matching the plazaAgain to grow dramatically against the dollar.
“This was considered a hammer blow to the export industry,” he said. “But the Japanese exchange was one of the strongest markets in the second half of the second half of the second half (1980s).
Comparison Vice President JD Vance and the Trump leadership, including the main economic advisor, may be in a timely manner Stephen MiranEarlier, the United States is working for a weaker dollar to increase the competitiveness of the export. Miran even talked about the potential “Mar-a-Lago Accord“Set another devaluation of Greenback.
This deal can be unrealistic, but foreign exchange markets are similar to what they do. Meanwhile, many foreign exchange markets are more than the uncertainty of tariffs.
For example, the Hong Kong’s Hang Seng index is more than 20% this year, more than 20% this year, on Monday, compared to about 3% on Monday, S & P 500 years. S & P Latin America 40, at this time, silently increased by 20%.
Sterling accepts a massive warning to the dispute on a debuted dollar. A large number of optimism, it is about the AI trade, which is a large number of people, he is in the early stages of a large number of people. The United States would be shocked, regardless of what is happening with trade and economic policies, the American government has disappeared at a time.
This means that investors will need a lot of dollars, which will need a lot of those who prevent GreenBak’s collapse.
“Perhaps the exception of the United States is the main story of the global economy for the next five years,” he said.
However, when the technological leadership is always the return of the superior capital, especially when the dollar is relatively weak. From February 2002 to July 2011, the MSCI EAFE index, which covers large and medium-haul companies in developed markets in developed markets outside North America, has increased by the cost of sterling about twice. S & P is considerably considered, this span only earns more than 40%.
